Lumentum Holdings Inc. (LITE) vs TE Connectivity plc (TEL)
TEL leads on 11 of 15 compared metrics.
A side-by-side comparison of Lumentum Holdings Inc. and TE Connectivity plc across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 24, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
Total return — LITE vs TEL
growth of $100 · last 11yLITE +4770.1%TEL +232.1%LITE compounded faster
Log scale — wide-divergence pair
LITE TEL
LITE vs TEL: by the numbers
- •LITE is the larger company ($64.41B vs $59.27B market cap).
- •TEL trades at the lower earnings multiple (20.74 vs 153.22 P/E).
- •LITE converts more revenue to profit (17.68% vs 15.69% net margin).
- •LITE grew revenue faster over the past five years (7.50% vs 7.22% CAGR).
- •TEL pays a dividend (1.43% yield) while LITE does not currently pay one.
Which is better, LITE or TEL?
Metric tally: LITE 4 · TEL 11It depends on what you're optimizing for:
ValueTEL(lower P/E)
GrowthLITE(faster 5Y revenue CAGR)
QualityTEL(higher ROIC)
Metrics side by side
Valuation
| Metric | LITE | TEL |
|---|---|---|
| P/E ratio | 153.22 | 20.74● |
| Forward P/E | 100.96 | 18.09● |
| P/S ratio | 32.01 | 3.23● |
| P/B ratio | 26.79 | 4.53● |
| PEG ratio | — | 15.03 |
| EV / EBITDA | 145.49 | 13.69● |
| FCF yield | 0.34% | 5.66%● |
Profitability
| Metric | LITE | TEL |
|---|---|---|
| Gross margin | 37.71%● | 35.36% |
| Operating margin | 9.53% | 19.28%● |
| Net margin | 17.68%● | 15.69% |
| ROE | 14.79% | 21.96%● |
| ROIC | 0.70% | 8.82%● |
Dividends
| Metric | LITE | TEL |
|---|---|---|
| Dividend yield | — | 1.43% |
| Payout ratio | — | 46.94% |
Growth (annualized)
| Metric | LITE | TEL |
|---|---|---|
| Revenue CAGR (5Y) | 7.50%● | 7.22% |
| EPS CAGR (5Y) | -26.64% | 1.38%● |
| FCF CAGR (5Y) | -7.72% | 13.69%● |
| Total return CAGR (5Y) | 59.21%● | 10.73% |
Frequently asked
- Which is better, LITE or TEL?
- It depends on your goal. value: TEL (lower P/E); growth: LITE (faster 5Y revenue CAGR); quality: TEL (higher ROIC). Across all compared metrics, TEL leads 11 to 4.
- Is LITE or TEL cheaper?
- On trailing earnings, TEL is cheaper: LITE trades at a 153.22 P/E and TEL at 20.74.
- Which has grown faster, LITE or TEL?
- Over the past five years, LITE grew revenue faster — LITE at a 7.50% CAGR versus TEL at 7.22%.
- Does LITE or TEL pay a bigger dividend?
- TEL pays a dividend (1.43% yield) while LITE does not currently pay one.
- Is LITE or TEL more profitable?
- LITE runs the higher net margin — LITE at 17.68% versus TEL at 15.69%.
- Which has been the better investment, LITE or TEL?
- Over the past 10-year, LITE delivered the higher annualized total return — LITE at 41.80% versus TEL at 14.45%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Lumentum P/E ratioTE Connectivity P/E ratioLumentum dividend yieldTE Connectivity dividend yieldLumentum ROETE Connectivity ROELumentum operating marginTE Connectivity operating marginLumentum revenue growthTE Connectivity revenue growthLumentum free cash flowTE Connectivity free cash flow
Lumentum & TE Connectivity appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 24, 2026.